REVENUE TREND — 6 MONTHS
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CASH POSITION
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collected
Collected
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Outstanding
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RECEIVABLE AGEING
TOP TREATMENTS BY REVENUE
REVENUE BY COUNTRY
FROMTO
All bookings
ConfirmedPendingCancelled
| BOOKING DATE | PATIENT | COUNTRY | SERVICES | DOCTOR | CARTEL NR | AMOUNT | PAYMENTS COLLECTED | AGENT | STATUS |
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Show
REPORT DATE
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APPOINTMENTS
booked today
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REVENUE TODAY
booked value
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COLLECTED TODAY
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CANCELLED
today
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PENDING
awaiting
Today's appointmentsbooked today · system entry
| TIME | PATIENT | COUNTRY | SERVICES | AMOUNT | AGENT |
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Payments collected today
| TIME | CLIENT | BOOKING REF | AMOUNT | METHOD | RECORDED BY |
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ConfirmedPendingCancelled
TEAM BATTLE
AGENTS × MONTHS · per team, ranked by 6-month total
RECORDS · gamification — give agents something to beat
THIS MONTH SPRINT
The weekly push view: where each agent stands mid-month — booked so far, their monthly target, and what they must book per remaining week to close the gap.
| AGENT | TEAM | BOOKED SO FAR | TARGET | GAP | NEEDED / WEEK LEFT | PACE |
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AGENT QUALITY · how good, not how much
| AGENT | TEAM | AVG € / CLIENT | CONSULT → TREAT | KEPT % | TRAVEL ATTACH | CANCELS (90D) |
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LOST CLIENTS — LAST 90 DAYS
Cancellations & no-shows — recoverable revenue
| AGENT | LOST | € VALUE | RECOVERED |
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FOLLOW-UP QUEUE
Consultations done, no treatment booked yet
| AGENT | WAITING | OLDEST | POTENTIAL € |
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Expected arrivals vs monthly targets — 6 months back, 6 months ahead
GAP TO TARGET
COUNTRY × MONTH · focus markets + other
Heat shading: stronger accent = bigger share of that month. Toggle above flips cells between clients and €.
BOOKED VS COLLECTED · is the money actually arriving?
How to read it: Booked = value of arrivals that month. Collected = payments actually received. The gap is outstanding — money owed by patients already treated.
| MONTH | BOOKED | COLLECTED | OUTSTANDING | COLLECTION RATE |
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REFERRAL CHANNELS
Where arriving clients come from
| CHANNEL | CLIENTS | REVENUE | AVG € |
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TRAVEL ADD-ON ATTACH
Share of foreign arrivals taking transfer / hotel / full package
| MARKET | TRANSFER | HOTEL | PACKAGE |
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TOP TREATMENTS · from services on bookings
| TREATMENT | QTY BOOKED | CLIENTS | REVENUE | AVG € / UNIT | SHARE OF REVENUE |
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CONSULTATION → TREATMENT CONVERSION
Of clients whose first visit was a consultation — how many booked treatment
| MONTH | CONSULTS | CONVERTED | RATE |
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NO-SHOWS & CANCELLATIONS
Leakage from the forecast — every cancellation shrinks "expected"
| MONTH | BOOKED | CANCELLED | NO-SHOW | KEPT RATE |
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| NAME | ROLE | DEPARTMENT | SCOPE | STATUS | ACTIONS |
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Activity log
| WHEN | PERFORMED BY | ACTION | CLIENT | ASSIGNED AGENT | BOOKING REF | IP | CHANGES |
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Inbound flights & pickups
| PICKUP | ARRIVAL | FLIGHT | ROUTE | TERM | PATIENT | FROM | STATUS | COMMENT |
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SERVICE CAPACITY